. >> and think back ten months ago, worried about cyprus, payroll tax-cut expirations, the consumer has incredible resiliency. >> gas prices down, too. >> gas prices, too. for the fomc policymakers that didn't want to taper, gh around the malls. >> more shoppers are using mobile devices to buy. and three retailers are set to cash in more than the others. you might be surprised to find out who they are, as well. marcello is an editor/director at "business insider" and joins us from 30 rock in new york city. welcome. >> good morning. >> really interesting and provocative piece today, how amazon, ebay, walmart became the big three in mobile commerce, maybe amazon doesn't surprise us that much. but i was surprised by the others. >> yeah, that's right. i think it surprised us a bit, too. i think people don't talk enough about how these three companies really are very dominant on mobile. these aren't just some of the biggest names in ecommerce and retail, these are some of the biggest websites and audience draws on mobile. mobile commerce is huge. it's increasing at 37% a year. it's a $30 bil